Integrations Overview

To integrate your web application with the HotDocs Core Assembly Service, consider the following workflow:

Lowell has stated that this information should link out to the relevant API docs.

  1. Use the REST API to create an assembly session. You provide:
    • A template ID (required)
    • Some answer data (optional)
    • Other assembly session options
  2. If you want to present an interview, embed the interview in a web page (so your users can see and interact with it) by calling HD$.AttachSession. This "attaches" an interview in the browser to the session you created on the server.
  3. When the user completes the interview, the session assembles all the appropriate documents, based on the data gathered. (If no interverview was requested, the documents are generated immediately based on whatever answer data you provided.
  4. Once the session is complete, you use the REST API to retrieve the documents and answer data produced.